Position in AXP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$590,584
+$157,433 QoQ
Shares Held
1,746
+21.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,900
of 2,990 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EVERPAR ADVISORS LLC holds $4,789,295 across 4 Credit Services names. AXP ranks #4 (12.3% of the industry book) .
All Filings in AXP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,584 | 1,746 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $433,151 | 1,432 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $460,957 | 1,246 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $327,509 | 986 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $292,823 | 918 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $210,666 | 783 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $263,252 | 887 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $269,301 | 993 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $265,587 | 1,147 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $229,966 | 1,010 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||